5.2.2 Comments

This topic provides systematic instructions about the procedure to add comments for the approval stage.

The Comments data segment allows you to post overall comments for the Approval stage. Posting comments helps the user of next stage to better understand the application.

  1. Click Next in previous data segment to proceed with the next data segment, after successfully capturing the data.
    The Comments screen is displays.
  2. Type comments for the Approval stage in the Comments text box.
  3. Click Post.
    Comments are posted and displayed below the Comments text box.
  4. Click Submit.
    The Checklist screen is displayed.

    Note:

    Checklist can be configured for each stage of a process in Business Process Maintenance screen. Refer Credit Facilities Process Maintenance User Guide for more information.
  5. Verify all the checklist and enable the corresponding check box.
  6. Select the required Outcome and click Submit.
    The options available in the drop down list are:
    • Approve
    • Reject

    If Approve is selected as the Outcome, the application is moved to the next stage on clicking Submit.

    If Reject is selected as the Outcome, the application is rejected on clicking Submit.